NEEDS
  • Accounting
  • Financial Management
  • Grants and Donations Management
  • Expense Management
  • Contract Management
  • Human Resources Management
  • Payroll and Leave Management
  • Financial Dashboard
THE CHALLENGES
  • Invoicing with Excel and Expensify: no centralization, lack of knowledge of Odoo
  • Bank reconciliation process: managed manually in Excel
  • Inefficient HR and leave management: handled through email exchanges and tracked with Outlook calendar and Excel
romaforeurope
THE SOLUTION

A centralized Odoo database with:

A centralized Odoo database with:

  • Accounting and analytical accounts to accurately track expenses

  • Financial management with budgeting and financial reporting

  • HR management with centralized payroll and leave tracking, including approval workflows

  • Multi-level approval processes for expenses and contracts

  • Dashboard to monitor the company’s financial health (cash flow, burn rate, etc.)

  • Accounting and analytical accounts to accurately track expenses

    • Accounting and analytical accounts to accurately track expenses

    Accounting and analytical accounts

  • Financial management with budgeting and financial reporting

    • Financial management with budgeting and financial reporting

    Financial management

  • HR management with centralized payroll and leave tracking, including approval workflows

    • HR management with centralized payroll and leave tracking, including approval workflows

    HR management

  • Multi-level approval processes for expenses and contracts

    • Multi-level approval processes for expenses and contracts

    Multi-level approval processes

  • Dashboard to monitor the company’s financial health (cash flow, burn rate, etc.)

    • Dashboard to monitor the company’s financial health (cash flow, burn rate, etc.)

    Dashboard
    Business Sectors
    Humanitarian NGO
    Project Duration
    4Month
    Time Spent
    400HOURS
    Project Resources
    4People
    Company Size
    17People
    Personnalisation et développement
    • Application sur mesure pour la gestion des contrats
    • Processus d’approbation pour les dépenses et les contrats
    • Extension des fonctionnalités concernant le système de notification intégré à Odoo
    • Rôle avec droits d’accès spécifiques pour certaines applications (Comptabilité, Dépense…)
    • Tableau de bord avec KPI’s et graphiques spécifiques

    Applications Used

    Discover Odoo ERP
    Contract Management

    Contract Management

    Dashboard

    Dashboard

    Accounting

    Accounting

    Helpdesk

    Helpdesk

    Sign

    Sign

    Payroll

    Payroll

    Expense

    Expense

    Time Off

    Time Off

    Talk about your project with Sam
    Talk about your project with Sam

    No sales rep at Agitech, we talk directly, business owner to business owner.

    Need a straight answer, a quick budget estimate? You can book a video call with me directly via the link below.

    If your request is urgent, you can email me directly at: Sam (at) agitech.io

    Talk to Sam
    We measure our success by results.

    We implemented Odoo for them.

    Lastlink
    Custom development
    Lastlink
    • Restructuring of their Odoo data
    • Customization of the Contacts app
    • Clarity within their Odoo
    • Dual CRM
    FreeMoov
    Custom development
    FreeMoov
    • eCommerce
    • Task management
    • Inventory management
    • Purchasing and Sales
    Fernatech
    Custom development
    Fernatech
    • Standard Odoo automation
    • Field Service
    • Accounting and Invoicing
    • Quotation management
    Break The Ice
    Custom development
    Break The Ice
    • Event management
    • Accounting and Billing
    • Dual CRM for demand and supply
    • API between Umbraco and Odoo